Lead Information Fields
The following table describes the default information fields:
| Field | Description/Action |
|---|---|
| Name | Lead’s full name. Click
() to open the
Edit Name window and make changes in this
window.
|
| Company | Lead's company name. |
| Web | Web address for the lead. Click the field, and specify any
changes. To open the lead's Web site, click
().
|
| Title | Lead’s title within the company. Click the drop-down arrow and select an item from the list. |
| Address | Address or location of the lead. Click
() to open the
Edit Address dialog field. To view a map of
the address, click
(). If Contour integration is enabled and
configured, the map is opened using the Contour provider. If a provider is not
configured then the address opens in MapQuest.
|
| Industry | The industry to which the lead belongs. Click the drop-down arrow button and select an item from the list. |
| SIC Code | Standard Industrial Classification Code of the company. |
| Comments | Type any additional notes about the lead. |
Lead’s email address. Click in the field and type any
changes. To send an email message to the lead, click
().
|
|
| Phone | Lead’s telephone number. Click in the field and specify any changes. |
| Toll Free | Lead’s toll free telephone number. Click in the field and specify any changes. |
| Business Description | Specify a description of the lead's business. |
| Interested in | List the leads's interests or hobbies. |
| Lead Source | How the lead was generated. |
| Owner | Person or team within the organization that has access to
the lead. Click
() to
find the user or team within the
organization that has access to the lead.
|
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